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Add-on Seminars
Sunday, October 17, Full-Day Add-on Seminars
Chemicals | Financial Markets | Trade Secrets | University | High Technology | IP Ventures
Thursday, October 21, Full-Day Add-on Seminars
Office and Structure
Management | LESI Education
Add-on Seminars are offered before/
after the Annual Meeting so you can
customize your educational experience.
Choose from six sessions on Sunday,
October 17 and two sessions on
Thursday, October 21. Be sure to
include your selected sessions on your
Registration Form.
7:30-8:30 a.m. Continental Breakfast
8:30 a.m. Seminar convenes
10:00-10:30 a.m. Coffee Break
12:00-1:00 p.m. Add-on Lunch
3:00-3:30 p.m. Coffee Break
5:00 p.m. Seminar adjourns
Chemicals Add-on Seminar
Add-on 1: Cross-Cutting
Licensing Best Practices
Co-Sponsored by: Energy, Chemicals,
Petrochemicals, Polymers and Associated
Industries Sector
Cost: $250.00
Licensing and technology commercialization
practices vary from sector to
sector. The creative spark often occurs
when different disciplines and perspectives
come together. We will look at
deal/royalty structures and best practices
across industry sectors, and examine
the unique requirements of various
industry sectors with a range of
approaches to doing deals. Emerging,
potentially disruptive and convergent
technologies create new challenges for
licensing and commercialization.
This interactive Add-on session
will expose you to thought-leaders in
a variety of market and technology
segments, who will share best practices
and their perspectives on commercial
development and licensing. The participants
in this unique Add-on will gain
a practical commercial awareness
across a broad range of market sectors.
Hands-on sessions will enable you to
apply these learnings, providing interactions
and opportunities to use new
approaches. You will discover how
to cross-fertilize and apply licensing
practices in different ways.
Intermediate and advanced licensing
professionals will benefit from this
program by finding ways of leveraging
best practices from multiple business
areas, as will professionals dealing with
broad technology portfolios and new
product strategy.
This session can provide you with
creative new approaches to successfully
negotiate your next deal.
Moderators:
Walter Copan
Principal Licensing Executive,
National Renewable Energy Laboratory,
U.S. Department of Energy
Nila Bhakuni
Technology Licensing Officer,
Harvard University
Speakers:
High Technology:
Lewis Zaretzki
Managing Director, Business
Development, Thinkfire
Arthur Nutter
President and Chief Executive Officer,
TAEUS International Corporation
Energy, Chemicals, Advanced
Materials:
Walter Copan
Principal Licensing Executive, National
Renewable Energy Laboratory, U.S.
Department of Energy
David Braunstein
Vice President, Fairfield Resources
International, Inc.
Healthcare/Biotech:
James Jensen
Vice President, Corporate Development
and Legal Affairs,
NPS Pharmaceuticals, Inc.
Lita Nelsen
Director, Technology Licensing Office,
Massachusetts Institute of Technology
Transportation and Mechatronics:
Robert Ott
Director, The Boeing Management
Company
Agriculture, Food:
Lawrence Micek
Technology Commercialization
Manager, Cargill, Inc.
Consumer Products:
Mark J. Peterson
Director, External Business
Development and Global Licensing,
Procter & Gamble Company
Richard S. Cahoon, Ph.D.
Senior Vice President, Cornell Research Foundation, Inc.
Financial Markets Add-on Seminar
Add-on 2: Mini-MBA
Curriculum
Sponsored by: LES Financial Markets Industry
Sector
Cost: $250.00
The Financial Markets Industrial Sector
Committee has prepared a "Mini-MBA"
on the fundamentals of monetizing
intellectual property assets from a
financial perspective. In a classroomstyle
format, participants will take part
in classroom discussions covering due
diligence, financial analysis, deal economics
and mechanics, partnering and
negotiation. In addition to receiving
hand-outs and course materials, the
participants will participate in
networking activities and forum
discussions.
- Fundamentals of patent due
diligence
- Fundamentals of market
opportunity due diligence
- Financial analysis and valuation
- The perils of projections (they're
called "estimates" for a reason)
- Deciding what discount rates to
use in DCF/NPV/cost of capital
evaluations
- Impact of licensing deal structures
on public and private companies
- Partner selection, deal structures,
technology/project management
- Reverse networking session
- Post transaction management/
execution
- Negotiating the deal
- Personalities 101: How to deal
with individuals and personalities
as part of the licensing process
- Tales from the front lines
What's hot and what's not -
markets, people, institutions
Moderators:
Chris Haase
Associate Vice President, Ventures,
BTG International Inc.
Lionel Leventhal
Partner, Paul Capital Partners
Speakers:
James Myers
Partner, Kilpatrick & Stockton
Willem Gadiano
Partner, Nixon & Vanderhye
Mike Herman
Vice President, Royalty Pharma
Rob Steininger
Executive Director, UBS Warburg
Alice Burt
Vice President, Legal and Intellectual
Property Transactions, BTG
International Inc.
Andrew Gesek
Vice President, TT Solutions
Larry Schroepfer
Vice President, Intellectual Property
Transactions, BTG International Inc.
Trade Secrets Add-on Seminar
Add-on 3: Trade Secrets,
Competitive Intelligence and
Security Measures for
Protection of IP Assets
Sponsored by: Trade Secrets Committee
Cost: $250.00
This Add-on has been approved for 6.5 MCLE credits (CA) and 6.0 (PA)
A dream team of top professionals
has been assembled to discuss the
identification of trade secrets, the protection
of trade secrets, and the impact
of competitive intelligence operations
as well as strategic considerations in
both domestic and international
relationships.
Key points that will be covered include:
- What is a trade secret?
- What is competitive
intelligence/counterintelligence in
today's fiercely competitive international
marketplace?
- What steps should be taken to
adequately protect IP assets against
loss to competitors?
- What are the recent legal developments
in the law of trade secrets?
Moderator:
R. Mark Halligan
Principal, Welsh & Katz, Ltd.
Speakers:
David Drab
Principal, Global Services, Inc., Xerox
Scott Swanson
Director of Pricing Intelligence,
Oracle Corp.
Richard Weyand
President, Trade Secret Office, Inc.
University Add-On Seminar
Add-on 4: Roles of Incubators
in Start-up Success
Sponsored by: Industry/University and
Government Laboratory Transactions
Industry Sector
Cost: $250.00
Incubators provide space and support
services to fledgling businesses while
they are growing their business and
commercializing new technologies.
What types of support contribute most
to a start-up's success? Should they
focus on specific technologies or industries?
What about international
partnerships? What is the difference
between a non-profit incubator and
others out there-how do I know
which will be best for my company?
This Add-on is designed to think about
creative ways that incubators can support
entrepreneurs and stimulate economic
development. State, federal, and
local agencies as well as universities,
entrepreneurs, venture capitalists and
corporate partners are invited to attend
and share ideas. Examples of innovative
approaches to supporting start-ups
will be presented and there will be
ample opportunity for discussion.
Moderator:
G. Marie Talnock-Moffett
President, Talnock and Associates
Speakers:
Ashley Stevens
Director, Community Technology
Fund, Office of Technology Transfer,
Boston University
Dinah Adkins
President and Chief Executive Officer,
National Business Incubator Association
Steve Derezinski
VentureLab Director, Advanced
Technology Development Center,
Georgia Institute of Technology
Joel Wiggins
Director, Austin Technology Incubator
Julie Holland
Director, NASA Commercialization
Center
Bill Gross
Chief Executive Officer, Idealab
Ray Hoemsen
President and Managing Director,
NEXUS Manitoba
High Technology Add-On Seminar
Add-on 5: How to Use Value-
Chain Analyses to Capture and
Grow the Ripple-Effects Your
Innovation Has Across Your
Company's Business Model
Sponsored by: High Technology Sector
and Intellectual Capital Management
Committee
Cost: $250.00
If you or your clients manage any part
of an IP pipeline, this Add-on is for
you. It will address the "value-chain"
analyses and profit enhancement techniques
used to: (1) identify downstream/
upstream competitive advantage
emanating from company innovation;
and then (2) capture the associated,
high-value intellectual property.
The first half of the Add-on will set
the stage of a practical (and easy to
understand) value-chain analysis.
Gillette's well-known portfolio of
22 patents covering aspects associated
with their triple blade shaver cartridge,
handle, and packaging will explain
the inherent value-chain analysis
undertaken.
The second half of the Add-on will
show the power of value-chain analysis
in action across multiple industries
through an experienced panel of business,
strategic and legal representatives.
Moderators:
Paul Roberts
Intellectual Property Counsel,
Accenture
Paul Germeraad
President, Intellectual Assets, Inc.
Speakers:
Jonathan Zar
Managing Director, Shinzen
James P. O'Shaugnessy
Vice President and Chief Intellectual Property Counsel, Rockwell Automation, Inc.
Donald Tobin
Chief Intellectual Property Counsel, The Gillette Company
Michael Buckley
Chief Technologist, The Gillette Company
Arlene Morris
President and CEO, Affymax
Mark Proffitt
Managing Director, Eastman Chemical Company
IP Ventures Add-On Seminar
Add-on 6: Creating New
IP Ventures: Profiting from
Intellectual Property
Cost: $250.00
Corporations are very cautious about
investing in new technologies, whether
created internally or available from
outside sources, unless they can view
the rewards versus the risk. This Addon
will provide the attendee with a
step-by-step method to measure the
potential return-on-investment through
the entire commercialization process.
Equally important are the various
advantages of creating strategic
alliances and collaborations with
targeted corporations. It will also cover
how to value the IP through the
various stages of the program.
Examples will be provided.
The Add-on will offer enlightenment
on both establishing in-house
programs to motivate employees to be
inventive, but also how to work with
national laboratories and research
organizations that have already spent
millions of government dollars on
discovery, research and development.
Moderator:
Lawrence J. Udell
Executive Director, Intellectual
Property International, Ltd.
Speakers:
James L. Fergason, Ph.D.
Principal, Fergason Patent Properties,
LLC
Bradford Friedman, Esq.
Managing Director, Intellectual Property
Law and Business Practice
James Roberts
Vice President and Global Director
Technology, BTG International, Inc.
Anna Erenburg
Attorney, Gottlieb, Rackman and
Reisman, P.C.
Mark Holmes
President, PatentBridge LLC
Damon Matteo
Vice President, Palo Alto Research Center
Maria Spustek
IP Counsel, Coudert Brothers
Joseph P. Allen
President, National Technology
Transfer Center
Craig Smith
Licensing Manager, Sandia National
Laboratories
John T. Preston
President & CEO, Atomic Ordered Materials
Thursday, October 21
Licensing Office and Structure
Management Committee and LESI
Industry/University/Government
Transactions Working Group Add-On Seminar
Add-on 7: Structuring
Successful International
License Agreements:
A Master Class
Sponsored by: LES (U.S.A. and Canada)
Licensing Office and Structure
Management Committee and LESI
Industry/University/Government
Transactions Working Group
Cost: $250.00
The Add-on is designed to be of particular
interest to experienced practitioners
in university/industry/government
technology transfer ("IUGTT").
Although the goal of the Add-on will
be to focus on key legal issues, it will
do so from a non-lawyer's perspective,
i.e., in the context of obtaining commercial
advantage or avoiding commercial
exposure through proper management
of legal issues by a licensing professional.
LESI involvement will focus
on the diversity of laws and legal systems
that practitioners in IUGTT need
to understand when conducting an
international licensing program. Since
many companies seek to in-license
technology from international institutions,
it is expected that the Add-on
will also be of keen interest to industry
as well as university/non-profit and
government attendees.
Finally, the Add-on will also probe
issues of important U.S. laws relating
to licensing (e.g., The Bayh-Dole Act)
at a level of detail that is meant to
attract experienced practitioners.
Moderators:
LES (U.S.A. and Canada)
Mark G. Bloom
Associate General Counsel and
Chief Intellectual Property Counsel,
The Cleveland Clinic Foundation
LES Australia & New Zealand
Robert McInnes
Principal, Spruson and Ferguson
Speakers:
LES (U.S.A. and Canada)
Lynda P.S. Covello
Partner, Margolis Covello LLP
LES Germany
Carsten Heide
Licensing Officer, ipal Gesellschaft fur
Patentverwertung Berlin GmbH
LES China
Alice Ngan
Director, Research and Technology Administration Office, The Chinese University of
Hong Kong
LES Britain & Ireland
Martin Sandford
Senior Vice President and Director,
Operations, BTG International, Ltd.
LES Korea
Dong Hyun Kim
Intellectual Property Counsel,
The Nam & Nam World Patent Law Office
LESI Education Add-On Seminar
Add-on 8: Global Licensing
"Best in Class" Practices
Sponsored by: LESI Education Committee
Cost: $250.00
Technology transfer continues to
expand on a geographic basis for
commercial and academic sectors.
With clear differences depending on
the specific international geographic
region one practices in, there is a
strong commonality in the basic practices
and options dealing with licensing
and technology transfer. This Add-on
will bring together experienced practitioners
having expertise in different
aspects of commercial licensing and
technology transfer to help provide the
essence of some of the "Best-in-Class"
practices currently being used.
Speakers will address:
- Current Views on IP Licensing
- Successful Use of IAM Processes
- Current Approaches and Tools for
Valuing IPR and Determining
Royalty Rates
- Proven Methods for Increasing
Royalty Revenue
- European Injunctions/Damages and
their Impact on Licensing
- The Degussa Corporate Success
Story - Effective IP/IA Management
Processes
- Alcatel's Approach to Patent
Licensing Success
- Successful Story of an IP Driven Japanese Venture Company
Moderators:
David Braunstein, Ph.D.
Vice President, Fairfield Resources
International, Inc.
Jean Revois
Jean Revois Conseil
Margaret Moizel
President, IP Financial Management,
LLC
Speakers:
Willy Manfroy
Consultant, Bornival, LLC
Daniel McGavock
Managing Director, InteCap, Inc.
Thomas Reimann
Partner, Reimann Osterrieth & Haft
Oswald Helmling
Vice President and Head of Technology
Transfer Licensing, Degussa AG
Andre-Pascal Chauvin
Vice President, Business Licensing,
Alcatel
Kiyohide Okamoto
Senior Manager, IP Department,
Omron Corporation
Jean Revois
Consultant, Jean Revois Conseil
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